I am currently working with a few 401k plans as their advisor on various platforms. If I end up going to an RIA, how do I handle this business?

Anyone use Carol's Daughter products before L'Oreal bought it? If so, do you still use the products now? Any noticeable difference in quality or benefits?

If you leave the firm and come back (boomerang) does your vesting period in Wealth builder start over or can it pick up where you left off?

Moved to Cambridge a year ago (love the neighborhood and proximity) and looking to purchase a waterfront condo in East Boston. However, I've heard mixed reviews about EB. Would appreciate any insights or experience living in East Boston. Thank you in advance!

Hi fishes,

I will be moving to Bangalore in June for the first time and wanted to know how much monthly expenses(approx) one can expect for a 1bhk and other expenses like food, utilities, maid etc.

Hi Fishes,

If the gross CTC is more than 120K in Poland, tax will be 32% right?

Are there any other deductions apart from this?

My assumption is, we get atleast 68% of our gross. Are there any ways this can further reduce?

I earn about £3500/month after taxes and pension, am I mad to be paying £1400/month on accommodation and bills?

Anyone need a referral for a healthcare recruiter role ?

How do you do your retirement savings calculations? Online calculator? Your own excel spreadsheet? Any caveats you plug into the model? Hoping to improve mine, TIA!

in a high paying sales job where i could do nothing and make 240k total comp or work my ass off and get capped at ~300k total comp, after taxes doesnt seem worth it. i have zero motivation to work yet zero motivation to leave. doesn’t seem right

Hi All,

Hope everyone are doing great!!!

Currently I am looking out for new opportunities to switch. Can anyone please provide a referral in their company?
My current Role - Senior Research Analyst
YOE - 8.5 Years
Nature of Work - Market Research, Consulting, Business Development, Strategy Development
Industry experience - Healthcare, Information and communication technology, Manufacturing and Automotive. I am looking for Senior position, Lead and Managerial roles.

Thanks

I’m graduating w/ my PhD in March 2023 & interested in the Life Sciences Specialist position at LEK. I know nothing about consulting or business but interested in the business side of biotech, pharma, & healthcare. Suggestions for interview prep for this role?

The company I work for is having a hard time finding benefits account managers in the Houston area. If anyone is looking for a good company to work for please send me a shout.

Anyone have a private company SaaS financial model they wouldn't mind sharing to get some practice on?

How do LBO folks arrive at forecast for interest rates?

I'd imagine that the interest rate is a highly sensitive input for IRR in leverage heavy transactions

Negotiating an offer that involves relocation. HR insists that reimbursement for moving expenses should be included when calculating first year total compensation. Agree? How to push back?

NIO still a good stock?

California city washes away Black Lives Matter street art after resident asks for ‘MAGA 2020’ painting

I’m a certified pharmacy tech, 18 yrs experience, Iv certified, chemotherapy experience. Currently working for paragon healthcare- I make 23 dollars an hour. Am I being compensated fairly?

Hi All,

I recently cleared all rounds in Accenture and in carear page offers status is initiated but still haven't got my unique Id from HR to accept my offer .Checked on the same with my poc mentioned in potta but no use its been 4 days. Please lete know what can be done here

Looking for recommendations on financial modeling courses (paid) that I can take for 3 statements/operating model, valuations, M&A, & LBO. Have been getting interviews with banks (3 in 2 months) but I come up short with the modeling experience (and weak on the technicals too). I’m thinking doing a modeling course will help with the no modeling experience + update my technicals? Thanks.

Heading to Columbia for an MBA in the fall and unsure on IB vs. consulting. Any advice on how to think about which one to recruit for?

Currently work in big tech corp dev / strategy, will recruit for tech as well as either IB or consulting.

Anyone works at Kaufman Rossin in the Tax Department in Miami or Fort Lauderdale?

I’ve been working on the agency side for over two years now, but would love to jump again to the client side, as I have a sense like you feel more as part of the project.
Any tips from someone who as made this shift, to help me make through the interview process?
Also, what would be a comparable position on the client side for someone who works on paid social media?

What are things to be mindful of when becoming an equity partner?

Hi, how do I start a career PHAMACOVIGILANCE ?
Really hoping for some advice.
Thanks.

Average salary for a buyer 1 in so cal ?

I’m 28 and just moved to San Mateo with my SO. Any suggestions on how to meet new people/get connected in the community?

What sorts of SQL questions are typically asked in interview questions for senior data analysis jobs? Like is knowing SQL from freecodecamp enough or should I look into taking a course online?

I’ve unfortunately not gotten the chance to use SQL in my current position so I don’t feel like I have enough experience in it, but have experience in everything else (Python, tableau, storytelling, etc)

Is it bad to reject a PE offer to keep recruiting? Will the HH blacklist you if you do this or is this more common than not?

Hi everyone, I am looking for a job in Product Management and due to the duration of my notice period(90days) I didn't get any calls from any companies so I decided to resign first. I am anxious whether I'll be able to get a job or no. Is it a good practice to resign first from the company and then look for a job?

PwC fish: do you get an Amex for travel or another card?

How big is your RP book? Do you consider yourself a specialist?

Just started getting into the ESP’s have most you expanded your business solely into ESP’s or do you still meet with individual clients that are not part of your group plans also?

Which firms do good actuarial work for cash balance plans?

Has anyone used the Warton Group to purchase 401k leads? How was your experience?

How do RIA retirement plan focused advisors feel about taking on new advisors to your firm? What do you look for in candidates? I’d like to get out of my corporate role, curious if this makes sense

I have a village with 3 employees in a 457 plan. They want me to take over plan. Assets are under $200k. Who would take that?

Are u allowed to be an insurance agent while at PwC

Does anyone have thoughts on RPAG? Is it worth the cost? Is there something better?

What is the best setup for Retirement Plan Advisors? RIA? B/D? Hybrid? Other?

Is anyone familiar with Wharton Group in Florida? Is this a scam?

Recently attended an FA conf. where there was discussion about 401(h) plans & their tax advantages.
I know a variety of 401(k) providers available via my B/D but don’t know of 401(h) ones. Do you ?

Looking for whole life insurance. Who is better Mass Mutual or Northwestern or NY life?

How is everyone approaching educating current and potential clients on the Secure Act?

Best place to work as a retirement consultant? Empower, Fidelity, Vanguard, T. Rowe, Lincoln, etc? New to field and want to get a sense of where my salary is at compared to competitors.

What percentage of your clients are choosing to permit the CARES Act provisions into their 401(k) Plan?

Where do you need the most support in your RP practice?

Which Investment Analysis and Reporting System do you use? What are the pros/cons?

Wondering what the industry average is for a client facing support role to a 401k Advisor? We help with 80 401k plans with assets over $250 million. I have my series 65 license and I feel as if I am under compensated for my experience and being a licensed rep. I have been with the group for 2.5 years now. Thanks!

Thinking about all the fiduciary options: Participant 3(38), Plan 3(38) or 3(21), Admin 3(16). What can a RK provide that would help us win plans with you?